BWA
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BDO Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

BDO Wealth Advisors’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-40
Closed -$1K – 1081
2022
Q2 		$1K Hold
40
– – ﹤0.01% 984
2022
Q1 		$1K Hold
40
– – ﹤0.01% 1000
2021
Q4 		$1K Hold
40
– – ﹤0.01% 1023
2021
Q3 		$1K Hold
40
– – ﹤0.01% 1007
2021
Q2 		$1K Hold
40
– – ﹤0.01% 1055
2021
Q1 		$1K Hold
40
– – ﹤0.01% 1080
2020
Q4 		$1K Hold
40
– – ﹤0.01% 856
2020
Q3 		$0 Buy
+40
New +$458 ﹤0.01% 915

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return